Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,524 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $271 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,338
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,336
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Reduced 31.52%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
1,335
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
1,334
shares
|
$1.22 Million
0.59% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
1,330
shares
|
$1.21 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
1,330
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2025
Reduced 52.53%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
1,328
shares
|
$1.21 Million
0.48% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,327
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
1,327
shares
|
$1.21 Million
0.95% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,327
shares
|
$1.21 Million
0.76% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
1,326
shares
|
$1.21 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
1,325
shares
|
$1.21 Million
0.85% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
1,320
shares
|
$1.2 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
1,319
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
1,317
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,316
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
1,316
shares
|
$1.2 Million
1.27% of portfolio
|
Q3 2025
Reduced 35.87%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
1,316
shares
|
$1.2 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,314
shares
|
$1.2 Million
0.33% of portfolio
|
Q3 2025
Reduced 27.56%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
1,314
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,310
shares
|
$1.2 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
1,309
shares
|
$1.19 Million
0.75% of portfolio
|
Q4 2025
Reduced 2.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,308
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
1,306
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
1,305
shares
|
$1.19 Million
0.51% of portfolio
|
Q3 2025
Reduced 15.53%
|
|